Fee-for-Service Financial Planning: The RIA owner’s guide to profitably serving who you want, how you want
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A New Model for Different ClientsCan you imagine a profitable business model that allows clients with or without assets to manage to pay for your sorely needed advice out of their cash flow—instead of AUM advisory fees contingent on having a minimum of assets already—thus removing a barrier to your services? What if its fee structure frees you from traditional constraints that relegate you to advise only a small portion of the already affluent workforce—who may or may not be an ideal fit to your ideals, values, passions, and beliefs? Better yet, what if that model was a lead generator that attracted an entire market share of ideal clients who can’t find an advisor who fits their needs?Enter the fee-for-service model. Defined as the client paying you directly for your advisory services—whether as a standalone project/planning fee, an hourly rate, or an ongoing subscription model—does just that.The FFS model and fee structure allows you to build a profitable and sustainable business while serving who you want.That’s right. You can successfully opt out of the overcrowded marketplace by thinking outside the box (in this case, the traditional AUM model). We’re talking about carving out a space that belongs to you and the future. Imagine that.This is THE guide you need to profitably launch, run, and scale your independent RIA based on an FFS model. Read more
Publisher : Independently published (May 7, 2024)
Language : English
Paperback : 115 pages
ISBN-13 : 81
Item Weight : 5 ounces
Dimensions : 5.25 x 0.26 x 8 inches
Best Sellers Rank: #433,366 in Books (See Top 100 in Books) #487 in Wealth Management (Books)
#487 in Wealth Management (Books):
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